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MEASURED RISK PORTFOLIOS
Investment Advice|SAN DIEGO, CA
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Assets Under Management
$400M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 365.9M |
| Non-Discretionary | 34.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141422 |
| SEC Number | 801-80124 |
| Street Address | 5230 CARROLL CANYON ROAD |
| Street Address 2 | #224 |
| Location | SAN DIEGO, CA 92121 |
| Country | United States |
| Phone | 858-935-1125 |
| Fax | 858-452-3742 |
| Total Employees | 10 |
| Business Types | insurance_broker |
Client Count by Type (711 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 523 |
| High Net Worth Individual… | 119 |
| Other | 39 |
| Charitable Organizations | 15 |
| Corporations/Businesses | 8 |
| Pension/Profit Sharing Pl… | 5 |
| Insurance Companies | 2 |
Community Partners
CITY OF CARLSBAD
CITY OF CHULA VISTA
CITY OF CORONADO
CITY OF DEL MAR
CITY OF EL CAJON
CITY OF ENCINITAS
CITY OF ESCONDIDO
CITY OF IMPERIAL BEACH
CITY OF LA MESA
CITY OF LEMON GROVE
CITY OF NATIONAL CITY
CITY OF OCEANSIDE
CITY OF POWAY
CITY OF SAN DIEGO
CITY OF SAN MARCOS
CITY OF SANTEE
CITY OF SOLANA BEACH
CITY OF VISTA
COUNTY OF SAN DIEGO
CITY OF CARLSBAD
CITY OF CHULA VISTA
CITY OF CORONADO
CITY OF DEL MAR
CITY OF EL CAJON
CITY OF ENCINITAS
CITY OF ESCONDIDO
CITY OF IMPERIAL BEACH
CITY OF LA MESA
CITY OF LEMON GROVE
CITY OF NATIONAL CITY
CITY OF OCEANSIDE
CITY OF POWAY
CITY OF SAN DIEGO
CITY OF SAN MARCOS
CITY OF SANTEE
CITY OF SOLANA BEACH
CITY OF VISTA
COUNTY OF SAN DIEGO
CITY OF CARLSBAD
CITY OF CHULA VISTA
CITY OF CORONADO
CITY OF DEL MAR
CITY OF EL CAJON
CITY OF ENCINITAS
CITY OF ESCONDIDO
CITY OF IMPERIAL BEACH
CITY OF LA MESA
CITY OF LEMON GROVE
CITY OF NATIONAL CITY
CITY OF OCEANSIDE
CITY OF POWAY
CITY OF SAN DIEGO
CITY OF SAN MARCOS
CITY OF SANTEE
CITY OF SOLANA BEACH
CITY OF VISTA
COUNTY OF SAN DIEGO
Municipal Government
19 Active
19
Organizations
ALPINE FIRE PROTECTION DISTRICT
BONITA-SUNNYSIDE FIRE PROTECTION DISTRICT
BORREGO SPRINGS FIRE PROTECTION DISTRICT
Borrego Water District CFD No 2007-1
Borrego Water District CFD No 2017-1
Borrego Water District CFD No 95-1
CALIFORNIA MARITIME INFRASTRUCTURE AUTHORITY
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
California Municipal Finance Authority CFD No 2021-11
California Municipal Finance Authority CFD No 2022-12
California Municipal Finance Authority CFD No 2022-27
California Municipal Finance Authority CFD No 2024-11
California Municipal Finance Authority CFD No 2025-15
California Municipal Finance Authority CFD No 2025-6
California Municipal Finance Authority CFD No 2025-8
CALIFORNIA QUALIFIED SCHOOL BOND JOINT POWERS AUTHORITY
California Statewide Communities Development Authority CFD No 2017-01
California Statewide Communities Development Authority CFD No 2021-02
CANEBRAKE COUNTY WATER DISTRICT
CLEAN ENERGY ALLIANCE
ALPINE FIRE PROTECTION DISTRICT
BONITA-SUNNYSIDE FIRE PROTECTION DISTRICT
BORREGO SPRINGS FIRE PROTECTION DISTRICT
Borrego Water District CFD No 2007-1
Borrego Water District CFD No 2017-1
Borrego Water District CFD No 95-1
CALIFORNIA MARITIME INFRASTRUCTURE AUTHORITY
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
California Municipal Finance Authority CFD No 2021-11
California Municipal Finance Authority CFD No 2022-12
California Municipal Finance Authority CFD No 2022-27
California Municipal Finance Authority CFD No 2024-11
California Municipal Finance Authority CFD No 2025-15
California Municipal Finance Authority CFD No 2025-6
California Municipal Finance Authority CFD No 2025-8
CALIFORNIA QUALIFIED SCHOOL BOND JOINT POWERS AUTHORITY
California Statewide Communities Development Authority CFD No 2017-01
California Statewide Communities Development Authority CFD No 2021-02
CANEBRAKE COUNTY WATER DISTRICT
CLEAN ENERGY ALLIANCE
ALPINE FIRE PROTECTION DISTRICT
BONITA-SUNNYSIDE FIRE PROTECTION DISTRICT
BORREGO SPRINGS FIRE PROTECTION DISTRICT
Borrego Water District CFD No 2007-1
Borrego Water District CFD No 2017-1
Borrego Water District CFD No 95-1
CALIFORNIA MARITIME INFRASTRUCTURE AUTHORITY
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
California Municipal Finance Authority CFD No 2021-11
California Municipal Finance Authority CFD No 2022-12
California Municipal Finance Authority CFD No 2022-27
California Municipal Finance Authority CFD No 2024-11
California Municipal Finance Authority CFD No 2025-15
California Municipal Finance Authority CFD No 2025-6
California Municipal Finance Authority CFD No 2025-8
CALIFORNIA QUALIFIED SCHOOL BOND JOINT POWERS AUTHORITY
California Statewide Communities Development Authority CFD No 2017-01
California Statewide Communities Development Authority CFD No 2021-02
CANEBRAKE COUNTY WATER DISTRICT
CLEAN ENERGY ALLIANCE
Special District
130 Active
130
Organizations
ALPINE UNION ELEM SCH DIST
BARONA CHARTER SCHOOL, INC
BLOOMINGTON HIGH SCHOOL
BONSALL UNIFIED SCHOOL DISTRICT
BORREGO SPRINGS UNIF SCH DIST
CAJON VALLEY UNION SCHOOL DISTRICT
CANYON HILLS HIGH SCHOOL
CARDIFF ELEM SCH DIST
CARLSBAD UNIF SCHOOL DISTRICT
CHULA VISTA ELEM SCH DIST
CORONADO UNIF SCH DIST
DARNALL CHARTER SCHOOL
DEHESA ELEM SCH DIST
DEL MAR UNION ELEM SCH DIST
ENCINITAS UNION ELEM SCH DIST
ESCONDIDO ELEMENTARY SCHOOL DISTRICT
ESCONDIDO UNION ELEM SCH DIST
ESCONDIDO UNION HIGH SCH.DIST
FALLBROOK UNION ELEM SCH DIST
FALLBROOK UNION HIGH SCHOOL DIST
ALPINE UNION ELEM SCH DIST
BARONA CHARTER SCHOOL, INC
BLOOMINGTON HIGH SCHOOL
BONSALL UNIFIED SCHOOL DISTRICT
BORREGO SPRINGS UNIF SCH DIST
CAJON VALLEY UNION SCHOOL DISTRICT
CANYON HILLS HIGH SCHOOL
CARDIFF ELEM SCH DIST
CARLSBAD UNIF SCHOOL DISTRICT
CHULA VISTA ELEM SCH DIST
CORONADO UNIF SCH DIST
DARNALL CHARTER SCHOOL
DEHESA ELEM SCH DIST
DEL MAR UNION ELEM SCH DIST
ENCINITAS UNION ELEM SCH DIST
ESCONDIDO ELEMENTARY SCHOOL DISTRICT
ESCONDIDO UNION ELEM SCH DIST
ESCONDIDO UNION HIGH SCH.DIST
FALLBROOK UNION ELEM SCH DIST
FALLBROOK UNION HIGH SCHOOL DIST
ALPINE UNION ELEM SCH DIST
BARONA CHARTER SCHOOL, INC
BLOOMINGTON HIGH SCHOOL
BONSALL UNIFIED SCHOOL DISTRICT
BORREGO SPRINGS UNIF SCH DIST
CAJON VALLEY UNION SCHOOL DISTRICT
CANYON HILLS HIGH SCHOOL
CARDIFF ELEM SCH DIST
CARLSBAD UNIF SCHOOL DISTRICT
CHULA VISTA ELEM SCH DIST
CORONADO UNIF SCH DIST
DARNALL CHARTER SCHOOL
DEHESA ELEM SCH DIST
DEL MAR UNION ELEM SCH DIST
ENCINITAS UNION ELEM SCH DIST
ESCONDIDO ELEMENTARY SCHOOL DISTRICT
ESCONDIDO UNION ELEM SCH DIST
ESCONDIDO UNION HIGH SCH.DIST
FALLBROOK UNION ELEM SCH DIST
FALLBROOK UNION HIGH SCHOOL DIST
School District
65 Active
65
Organizations
100585 SAN DIEGO PREMIER
100 BLACK MEN OF SAN DIEGO INC
100TH ANNIVERSARY OF NAVAL AVIATION FOUNDATION
101 ARTISTS COLONY
10X ACADEMY FOUNDATION
10X LEARNING CENTER INC
1111 MEDIA IMPACT
1199 BRIDGE
127 St James Ltd
12 ROUNDS RECHARGE - RESTORE WELLNESS HUB
12 STEPPERS INC
12-STEP RADIO INC
13 DESERT WAVES
1430 NORTH COAST HWY 101 INC
1523 EAST SAN DIEGO COUNTY CHAPTER
15TH AVENUE HOUSING COOPERATIVE
1619 National Celebration of Black Women
16 GARDEN STATE WAVES
17170 BERNARDO CENTER LLC
18 FOR 4 FOUNDATION
100585 SAN DIEGO PREMIER
100 BLACK MEN OF SAN DIEGO INC
100TH ANNIVERSARY OF NAVAL AVIATION FOUNDATION
101 ARTISTS COLONY
10X ACADEMY FOUNDATION
10X LEARNING CENTER INC
1111 MEDIA IMPACT
1199 BRIDGE
127 St James Ltd
12 ROUNDS RECHARGE - RESTORE WELLNESS HUB
12 STEPPERS INC
12-STEP RADIO INC
13 DESERT WAVES
1430 NORTH COAST HWY 101 INC
1523 EAST SAN DIEGO COUNTY CHAPTER
15TH AVENUE HOUSING COOPERATIVE
1619 National Celebration of Black Women
16 GARDEN STATE WAVES
17170 BERNARDO CENTER LLC
18 FOR 4 FOUNDATION
100585 SAN DIEGO PREMIER
100 BLACK MEN OF SAN DIEGO INC
100TH ANNIVERSARY OF NAVAL AVIATION FOUNDATION
101 ARTISTS COLONY
10X ACADEMY FOUNDATION
10X LEARNING CENTER INC
1111 MEDIA IMPACT
1199 BRIDGE
127 St James Ltd
12 ROUNDS RECHARGE - RESTORE WELLNESS HUB
12 STEPPERS INC
12-STEP RADIO INC
13 DESERT WAVES
1430 NORTH COAST HWY 101 INC
1523 EAST SAN DIEGO COUNTY CHAPTER
15TH AVENUE HOUSING COOPERATIVE
1619 National Celebration of Black Women
16 GARDEN STATE WAVES
17170 BERNARDO CENTER LLC
18 FOR 4 FOUNDATION
Nonprofit Organization
17853 Active
17853
Organizations
Community Partners169 organizations
CITY OF SAN DIEGO
Municipal Government·SAN DIEGO
COUNTY OF SAN DIEGO
Municipal Government·SAN DIEGO
BONITA-SUNNYSIDE FIRE PROTECTION DISTRICT
Special District·BONITA
Borrego Water District CFD No 2007-1
Special District
Borrego Water District CFD No 2017-1
Special District
Borrego Water District CFD No 95-1
Special District
CALIFORNIA MARITIME INFRASTRUCTURE AUTHORITY
Special District·STOCKTON
California Municipal Finance Authority CFD No 2021-11
Special District
California Municipal Finance Authority CFD No 2022-12
Special District
California Municipal Finance Authority CFD No 2022-27
Special District
California Municipal Finance Authority CFD No 2024-11
Special District
California Municipal Finance Authority CFD No 2025-15
Special District
California Municipal Finance Authority CFD No 2025-6
Special District
California Municipal Finance Authority CFD No 2025-8
Special District
CALIFORNIA QUALIFIED SCHOOL BOND JOINT POWERS AUTHORITY
Special District·LEMON GROVE
CANEBRAKE COUNTY WATER DISTRICT
Special District·JULIAN
CMFA SPECIAL FINANCE AGENCY
Special District·SUITE 320
CMFA SPECIAL FINANCE AGENCY XII
Special District·CARLSBAD
COMMISSION FOR ARTS AND CULTURE
Special District·SAN DIEGO
CUYAMACA WATER DISTRICT
Special District·JULIAN
DEER SPRINGS FIRE PROTECTION DISTRICT
Special District·ESCONDIDO
DESCANSO COMM SERVS WATER DIST
Special District·DESCANSO
EAST COUNTY ADVANCED WATER PURIFICATION JOINT POWERS AUTHORITY
Special District·SANTEE
EAST COUNTY AWP JOINT POWERS AUTHORITY
Special District·SANTEE
ENCINA FINANCING JP AGREEMENT
Special District·CARLSBAD
ENCINA WASTEWATER AUTHORITY
Special District·CARLSBAD
FAIRBANKS RANCH COMMUNITY SERVICES DISTRICT
Special District·ENCINITAS
FALLBROOK PUBLIC UTILITY DISTRICT
Special District·FALLBROOK
GREATER SAN DIEGO COUNTY RESOURCE CONSERVATION DISTRICT
Special District·LAKESIDE
HEARTLAND FIRE TRAINING AUTHORITY
Special District·EL CAJON
HELIX WATER DISTRICT
Special District·LA MESA
IMPERIAL VALLEY SCHOOLS JOINT POWERS AUTHORITY
Special District·SAN DIEGO
JACUMBA COMMUNITY SERVICES DISTRICT
Special District·JACUMBA
JULIAN COMMUNITY SERVICES DISTRICT
Special District·JULIAN
BARONA CHARTER SCHOOL, INC
School District·LAKESIDE
BLOOMINGTON HIGH SCHOOL
School District·BLOOMINGTON
BORREGO SPRINGS UNIF SCH DIST
School District·BORREGO SPRINGS
CANYON HILLS HIGH SCHOOL
School District·SAN DIEGO
DARNALL CHARTER SCHOOL
School District·SAN DIEGO
GOMPERS PREPARATORY ACADEMY
School District·SAN DIEGO
Grossmont-Cuyamaca Community College District
School District
GROSSMONT HIGH SCHOOL
School District·EL CAJON
HAWKING STEAM CHARTER SCHOOLS INC
School District·SAN DIEGO
HENRY HIGH SCHOOL
School District·SAN DIEGO
MIRA MESA HIGH SCHOOL
School District·SAN DIEGO
MUELLER CHARTER SCHOOL
School District·CHULA VISTA
ORCHARD SOLUTIONS
School District·SAN DIEGO
PALOMAR COMMUNITY COLLEGE DISTRICT
School District·SAN MARCOS
SAMAHAN FILIPINO AMERICAN PERFORMING ARTS & EDUCATION CENTER INC
School District·CHULA VISTA
100585 SAN DIEGO PREMIER
Nonprofit Organization·POWAY
100 BLACK MEN OF SAN DIEGO INC
Nonprofit Organization·SAN DIEGO
100TH ANNIVERSARY OF NAVAL AVIATION FOUNDATION
Nonprofit Organization·ENCINITAS
101 ARTISTS COLONY
Nonprofit Organization·ENCINITAS
10X ACADEMY FOUNDATION
Nonprofit Organization·ESCONDIDO
10X LEARNING CENTER INC
Nonprofit Organization·Escondido
1111 MEDIA IMPACT
Nonprofit Organization·CARLSBAD
1199 BRIDGE
Nonprofit Organization·SAN DIEGO
127 St James Ltd
Nonprofit Organization·San Diego
12 ROUNDS RECHARGE - RESTORE WELLNESS HUB
Nonprofit Organization·San Diego
12 STEPPERS INC
Nonprofit Organization·San Diego
12-STEP RADIO INC
Nonprofit Organization·SAN DIEGO
13 DESERT WAVES
Nonprofit Organization·SAN DIEGO
1430 NORTH COAST HWY 101 INC
Nonprofit Organization·ENCINITAS
1523 EAST SAN DIEGO COUNTY CHAPTER
Nonprofit Organization·El Cajon
15TH AVENUE HOUSING COOPERATIVE
Nonprofit Organization·SAN DIEGO
1619 National Celebration of Black Women
Nonprofit Organization·Chula Vista
16 GARDEN STATE WAVES
Nonprofit Organization·SAN DIEGO
17170 BERNARDO CENTER LLC
Nonprofit Organization·LA MESA
18 FOR 4 FOUNDATION
Nonprofit Organization·SAN DIEGO
18THTEECHARITY INC
Nonprofit Organization·Oceanside
1904 Baseball Club
Nonprofit Organization·San Diego
1963 CHS CLASS REUNION
Nonprofit Organization·Coronado
1 ARKANSAS TRAVELER
Nonprofit Organization·SAN DIEGO
1BILLION THIRSTY
Nonprofit Organization·San Diego
1DOLLAR FOR THE OCEAN
Nonprofit Organization·San Diego
1-MORE COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·ALPINE
1 More Win
Nonprofit Organization·Escondido
1OF1 SAN DIEGO
Nonprofit Organization·San diego
1 SAN DIEGO
Nonprofit Organization·SAN DIEGO
1st MARINE DIVISION ASSOCIATION INC
Nonprofit Organization·OCEANSIDE
1ST SATURDAYS INC
Nonprofit Organization·San Diego
1 TEAM
Nonprofit Organization·Poway
2020 REUNION MCAGCC 29 PALMS
Nonprofit Organization·FALLBROOK
2021 USAWEST SQUARE DANCE CONVENTION INC
Nonprofit Organization·San Diego
20TH CENTURY ELECTRIC RAILWAY FOUNDATION
Nonprofit Organization·SAN DIEGO
21C AMERICA
Nonprofit Organization·LA JOLLA
21IQINNOVATION
Nonprofit Organization·San Diego
22ND DISTRICT THE AMERICAN LEGION DEPARTMENT OF CALIFORNIA INC
Nonprofit Organization·Santee
242 A MISSIONAL COMMUNITY INC
Nonprofit Organization·San Diego
24 AND 25 PBC CORPORATION
Nonprofit Organization·SAN DIEGO
24 HOUR FITNESS HELPING HANDS FOUNDATION
Nonprofit Organization·CARLSBAD
28675559 POOL CHATTER
Nonprofit Organization·Carlsbad
2B-RAD
Nonprofit Organization·CARLSBAD
2 CREATE INC
Nonprofit Organization·Ramona
2 DREAM ATHLETIC DEVELOPMENT INC
Nonprofit Organization·Vista
2DUAL INC
Nonprofit Organization·San Diego
2 FEET 1 GOAL
Nonprofit Organization·SAN DIEGO
2iabHR
Nonprofit Organization·SAN DIEGO
2nd Chance Dachshund Rescue
Nonprofit Organization·SAN DIEGO